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Mowery & Schoenfeld Wealth Management’s Dollar Tree DLTR Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34
Closed -$2.55K – 488
2024
Q4 		$2.55K Buy
+34
New +$2.33K 0.01% 375

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DLTR Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 34 shares — an estimated $2.55K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DLTR in Q4 2024 and held it in 1 quarter. The position peaked at $2.55K in Q4 2024. 717 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 34 Dollar Tree shares in Q1 2025, an estimated $2.55K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dollar Tree in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Dollar Tree position peaked at $2.55K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.